Microsoft Office Access 2007

Chapter Four: Creating Reports and Forms

A Guide to this Instructor’s Manual:

We have designed this Instructor’s Manual to supplement and enhance your teaching experience through classroom activities and a cohesive chapter summary.

 

This document is organized chronologically, using the same heading in red that you see in the textbook. Under each heading you will find (in order): Lecture Notes that summarize the section, Figures and Boxes found in the section, if any, Teacher Tips, Classroom Activities, and Lab Activities. Pay special attention to teaching tips, and activities geared towards quizzing your students, enhancing their critical thinking skills, and encouraging experimentation within the software.

 

In addition to this Instructor’s Manual, our Instructor’s Resources CD also contains PowerPoint Presentations, Test Banks, and other supplements to aid in your teaching experience.

 

For your students:

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Table of Contents

Chapter Objectives

2

AC 234: Introduction

2

AC 234: Project — Reports and Forms

2

AC 237: Plan Ahead (Critical Thinking): Report and Form Design Guidelines

3

AC 237: Starting Access

3

AC 238: Report Creation

4

AC 238: Plan Ahead (Critical Thinking): Determine the Tables and Fields that Contain the Data Needed for the Report

5

AC 244: Plan Ahead (Critical Thinking): Determine the Organization of the Report or Form

5

AC 250: Plan Ahead (Critical Thinking): Determine the Format and Style of the Report or Form

6

AC 257: Multi-Table Reports

6

AC 265: Plan Ahead (Critical Thinking): Review the Report After it Has Been in Operation to Determine Whether any Changes Are Warranted

6

AC 269: Form Creation

6

AC 277: Plan Ahead (Critical Thinking): Review the Form After it Has Been in Operation to Determine Whether any Changes Are Warranted

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End of Chapter Material

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Glossary of Key Terms

9

 

Chapter Objectives

Students will have mastered the material in Chapter Four when they can:


l  Create reports and forms using wizards

l  Group and sort in a report

l  Add totals and subtotals to a report

l  Resize columns

l  Conditionally format controls

l  Filter records in reports and forms

l  Print reports and forms

l  Add a field to a report or form

l  Include gridlines

l  Add a date

l  Change the format of a control

l  Move controls


 

AC 234: Introduction

LECTURE NOTES

·         Discuss the basic differences between reports and forms

o   Reports represent formatted printouts of data

o   Forms are usually viewed on the screen

o   Data for reports and forms can come from one or more tables

o   Use the Report or Form Wizard to create an initial report or form

o   Modify the report or form using Layout view or Design view

 

CLASSROOM ACTIVITIES

1. Class Discussion: Ask students for examples of reports and forms that would be useful to JSP Recruiters.

2. Critical Thinking: How important is it that the data presented in a form or report be easy to read and interpret? What could happen if the data is misinterpreted?

AC 234: Project Reports and Forms

LECTURE NOTES

·         Use Figure 4-1 to illustrate a report that uses grouping and contains subtotals

·         Use Figure 4-2 to illustrate a report that uses data from two tables

·         Use Figure 4-3 to illustrate a custom form

·         Review the tasks that will be covered in this chapter

o   Using the Report Wizard to create a report on the Client table

o   Grouping and sorting the report in Layout view

o   Adding totals and subtotals to the report

o   Conditionally formatting a control

o   Filtering records in the report

o   Using the Report Wizard to create a report on the Recruiter and Client tables

o   Adding a field to the report and including totals

o   Using the Form Wizard to create a form on the Client table

o   Including gridlines and a date in the form

o   Adding a field to the form

o   Filtering and sorting records in the form

 

FIGURES and TABLES: Figures — 4-1, 4-2, 4-3

 

TEACHER TIPS

As students work through the tasks in this chapter, encourage them to save their work after each task. Also, forms and reports can increase substantially the size of the database. Remind students that they can compact their database by clicking the Office Button and then pointing to Manage on the Office Button menu. Clicking Compact and Repair Database on the Manage submenu will compact (reduce the size of) the database.

 

AC 237: Plan Ahead (Critical Thinking): Report and Form Design Guidelines

·         Discuss the general report and form design guidelines

o   Determine whether the data should be presented in a report or form

o   Determine the intended audience for the report or form

o   Determine the tables that contain the data needed for the report or form

o   Determine the fields that should appear on the report or form

o   Determine the organization of the report or form

o   Determine the format and style of the report or form

o   Review the report or form after it has been in operations to determine whether any changes are warranted

 

TEACHER TIPS

These guidelines are intended to help students with their critical thinking skills. Students should understand the reasons for creating reports and forms. Spend a significant amount of class time reviewing each of these guidelines and use example databases, such as a student database or a database of credit card information to which students can relate. These points are emphasized at appropriate locations in the chapter. Also, Cases and Places 3, 4, and 5 challenge students to apply these guidelines to creating reports and forms for a database.

 

AC 237: Starting Access

LECTURE NOTES

·         For figures that match those in the book, change screen resolution to 1024 x 768

·         Review the steps to start Access

·         Review the steps to open a database

 

TEACHER TIPS

You can use the Lecture Success System for Access in conjunction with the Figures in the Book. To do this, start Access and open the database from the appropriate folder. Then, start your slide show containing the figures for the project. You can switch back and forth between the slide show and Access by using the alt+tab key combination. You can use the Figures in the Book to show the steps students should follow. If students need additional reinforcement or ask questions about the task, you can switch to Access to do a live demonstration.

AC 238: Report Creation

LECTURE NOTES

·         Mention that when a report is printed, it always displays the most current data in the database

·         Review the steps to create a simple report

·         Use Figures 4-4 through 4-11 to illustrate how to use the Report Wizard to create an initial report

·         Use Figure 4-12 to point out that the report is not grouped, does not have subtotals or totals, and the cities are truncated

·         Point out that there are four different ways to view the report: Report view, Print Preview, Layout view, and Design view

·         Use Figures 4-13 through 4-16 to illustrate how to group and sort in a report

·         Describe the options you can select when you click the More button in the Group, Sort, and Total pane: Value, Totals, Title, Header section, Footer section, Keep together

·         Define and describe the purpose of each of the various sections that make up a report: Report Header, Report Footer, Page Header, Page Footer, Detail, Group Header, and Group Footer

·         Define controls

·         Describe the differences between bound controls, unbound controls, and calculated controls

·         Use Figures 4-17 through 4-19 to illustrate how to add totals and subtotals

·         Use Figures 4-20 to describe how to resize columns

·         Use Figures 4-21 through 4-25 to describe how to format controls conditionally

·         Use Figures 4-26 through 4-27 to illustrate how to filter records in a report

·         Use Figure 4-28 to describe how to clear a report filter

·         Review the steps to save and close a report

·         Use Figure 4-29 and Table 4-1 to describe the various options on the Arrange tab

·         Use Figure 4-30 and Table 4-2 to describe the various options on the Page Setup tab

·         Review the steps to print a report

·         Review the steps to create a summary report

 

FIGURES and TABLES: Figures — 4-4, 4-5, 4-6, 4-7, 4-8, 4-9, 4-10, 4-11, 4-12, 4-13, 4-14, 4-15, 4-16, 4-17, 4-18, 4-19, 4-20, 4-21, 4-22, 4-23, 4-24, 4-25, 4-26, 4-27, 4-28, 4-29, 4-30; Tables — 4-1, 4-2

 

BOXES:

1. BTW: Creating Simple Reports. Point out that you also can base a simple report on a query.

2. BTW: Grouping. Mention that you always should have sufficient white space between groups.

3. BTW: Report Design Considerations: Review the report design considerations.

4. BTW: Controls in Reports and Forms. Review the purpose of controls.

5. BTW: Arrange Tab Buttons. Point out that in Design view, there are more buttons on the Arrange tab.

 

TEACHER TIPS

Layout view is new in Microsoft Access 2007. You can make changes while viewing data. Modifying custom reports is much more intuitive in Layout view.

 

Students need to understand both report sections and controls. Knowledge of when the contents of a report section print helps to determine how to design a report. Each type of control has specific properties associated with it.

 

Reports should be visually appealing and represent data unambiguously. Often, reports are sent to entities outside the organization so they should have a professional appearance. Many organizations have standards for designing reports.

 

CLASSROOM ACTIVITIES

1. Class Discussion: Divide the class into small groups. Assign each group a different database. Example databases include: University database (Students, Teachers, Courses); Employment database (Employees, Departments); Bookstore database (Books, Authors, Publishers); and Video Store database (Movies, Directors, Actors, DVDs). Ask students to identify reports that each database would need. Further ask them what types of controls the reports would require.

 

2. Class Discussion: Bring in sample reports and ask students to identify the different sections.

 

3. Critical Thinking: Andrew Lang, Scottish author, once wrote about a popular public figure, “He uses statistics as a drunken man uses lamp posts — for support, not for illumination.” Some people believe that the statistics, or data, in a report are grouped more often to support the writer’s agenda than to illuminate, or clarify, the data. How can grouping make a report more valuable? Could grouping make a report misleading? How? Can anything be done to ensure that grouping does not compromise a report’s accuracy?

 

4. Assign a Project: Require students to research report design guidelines and make a list of all the things they should avoid when designing reports.

 

5. Quick Quiz:

1)      What are the four different ways to view a report? (Answer: Report view, Print Preview, Layout view, Design view)

2)      Which report section prints once at the beginning of the report? (Answer: Report Header)

3)      What are controls? (Answer: Objects that display data and perform actions)

4)      What are bound controls? (Answer: Controls used to display data that comes from the database)

5)      What type of control would you use to display the total of an amount? (Answer: Calculated)

 

LAB ACTIVITIES

1. Have students create reports that violate the report design considerations. Then, have the students exchange the reports they have created and explain what design considerations were violated.

AC 238: Plan Ahead (Critical Thinking); Determine the Tables and Fields that Contain the Data Needed for the Report

·         Examine the requirements for the report in general to determine the tables

·         Examine the specific requirements for the report to determine the fields necessary

·         Determine the order of the fields

AC 244: PLAN AHEAD (Critical Thinking); Determine the Organization of the Report or Form

·         Determine sort order

·         Determine grouping

AC 250: Plan Ahead (Critical Thinking); Determine the Format and Style of the Report or Form

·         Determine whether any special fonts and/or colors are warranted

·         Determine whether conditional formatting is appropriate

·         Determine the appearance of the various components

AC 257: Multi-Table Reports

LECTURE NOTES

·         Use Figures 4-31 through 4-39 to illustrate how to use the Report Wizard to create a report that involves multiple tables

·         Use Figure 4-40 to point out the grouping by recruiter number and the problems with the Current Due column

·         Use Figures 4-41 through 4-44 to describe how to resize columns and column headings

·         Use Figures 4-45 through 4-48 to describe how to add a field to a report

·         Use Figure 4-49 to illustrate using the Value property of a multivalued field

·         Use Figures 4-50 and 4-51 to describe how to include totals

·         Review the steps to save and close a report

·         Review the steps to print a report

 

FIGURES and TABLES: Figures — 4-31, 4-32, 4-33, 4-34, 4-35, 4-36, 4-37, 4-38, 4-39, 4-40, 4-41, 4-42, 4-43, 4-44, 4-45, 4-46, 4-47, 4-48, 4-49, 4-50, 4-51

 

BOXES:

1. BTW: Creating Reports in Layout View. Mention that you can create a report without using the wizard.

 

TEACHER TIPS

Use Figure 4-40 to point out that both Access and Excel use pound signs (#) to indicate when a column is too small. Students also should understand that when you specify sorting in the Report Wizard, Access places the field on which sorting is to occur first. One advantage of sorting in Layout view is that you have more control over how data is to appear in your report.

 

LAB ACTIVITIES

1. Have students create a multi-table report using Layout view.

AC 265: Plan Ahead (Critical Thinking); Review the Report After it Has Been in Operation to Determine Whether any Changes Are Warranted

·         Determine whether the order of the fields is still the best order

·         Determine whether any additional fields now are required

AC 269: Form Creation

LECTURE NOTES

·         Use Figures 4-52 through 4-57 to illustrate how to use the Form Wizard to create a form

·         Describe the three form sections: Form Header, Detail, and Form Footer

·         Review the three types of controls available on a form: bound, unbound, and calculated

·         Mention that there are three ways to view a form in Access: Form view, Layout view, Design view

·         Use Figures 4-58 and 4-59 to describe how to include gridlines

·         Use Figures 4-60 though 4-62 to illustrate how to add a date

·         Use Figures 4-63 and 4-64 to describe how to change the format of a control

·         Use Figure 4-65 to illustrate how to more a control

·         Define control layout and explain the difference between stacked layout and tabular layout

·         Use Figures 4-66 through 4-68 to illustrate moving controls in a control layout

·         Use Figures 4-69 though 4-71 to describe how to add a field to a form

·         Use Figures 4-72 through 4-74 to illustrate how to filter and sort using a form

·         Review the steps to clear a form filter

·         Review the steps to save and close a form

·         Point out the steps to print a form

·         Use Figures 4-75 and 4-76 to illustrate changing an autoformat

·         Review the steps to apply an autoformat

·         Mention that the Arrange tab for forms includes the Anchoring button as well as those discussed in Table 4-1 on page AC 255

·         Review the step to quit Access

 

FIGURES and TABLES: Figures — 4-52, 4-53, 4-54, 4-55, 4-56, 4-57, 4-58, 4-59, 4-60, 4-61, 4-62, 4-63, 4-64, 4-65, 4-66, 4-67, 4-68, 4-69, 4-70, 4-71, 4-72, 4-73, 4-74, 4-75, 4-76

 

BOXES:

1. BTW: Form Design Considerations. Review the form design considerations.

2. BTW. Creating and Removing Layouts. Have students read the information on creating and removing layouts.

3. BTW: Creating Forms in Layout View. Point out that you can create a form without using the wizard.

4. BTW: Certification. For more information on the MCAS program see Appendix G or visit the Access 2007 Certification Web page.

5. BTW: Multiple Items Forms and Datasheet Forms. Have students read the information on creating multiple items forms and datasheet forms.

6. BTW: Quick Reference. Point out the location of the Quick Reference Summary and the Access 2007 Quick Reference Web page.

 

TEACHER TIPS

Students should understand that forms are used primarily for data entry. An attractive form that is easy to read can help improve the accuracy of data entry. Also, if individuals are going to be using the form for long periods of time, it should be “easy” on the eyes. Many companies have their own standards for designing forms.

 

Access may abort when students add the date if the Client Number field is selected. To prevent this from happening, click the Form Header to select the form before adding the date.

 

CLASSROOM ACTIVITIES

1. Class Discussion: Divide the class into small groups. Assign each group a different database. Example databases include: University database (Students, Teachers, Courses); Employment database (Employees, Departments); Bookstore database (Books, Authors, Publishers); and Video Store database (Movies, Directors, Actors, DVDs). Ask students to identify forms that each database would need. Further ask them what types of controls the forms would require.

 

2. Class Discussion: Bring in sample forms and ask students to identify the different sections.

 

3. Critical Thinking: What ergonomic issues should you consider when you create forms?

 

4. Assign a Project: Require students to research form design guidelines and make a list of all the things they should avoid when designing forms.

 

5. Quick Quiz:

1)      Which form section appears at the bottom of the form and is often empty? (Answer: Form Footer)

2)      What are unbound controls? (Answer: Controls not associated with data from the database)

 

LAB ACTIVITIES

1. Have students create forms that violate the form design considerations. Then, have the students exchange the forms they have created and explain what design considerations were violated.

AC 277: Plan Ahead (Critical Thinking); Review the Form After it Has Been in Operation to Determine Whether any Changes Are Warranted

·         Determine whether the order of the fields is still the best order

·         Determine whether any additional fields now are required

End of Chapter Material

§  Learn It Online is a series of online student exercises that test your knowledge of chapter content and key terms.

 

§  Apply Your Knowledge is a student assignment that helps you to reinforce the skills and apply the concepts you learned in this chapter.

 

§  Extend Your Knowledge is a student assignment that challenges you to extend the skills you learned in this chapter and to experiment with new skills. You may need to use Help to complete the assignment.

 

§  Make It Right is a student assignment that requires you to analyze a presentation and correct all errors and/or improve the design.

 

§  In the Lab (Lab): In the Lab is a series of student assignments that ask you to design and/or create a presentation using the guidelines, concepts, and skills presented in this chapter. The assignments are listed in order of increasing difficulty.

 

§  Cases and Places is a series of student assignments where you apply your creative thinking and problem solving skills to design and implement a solution.



Glossary of Key Terms

·         attached label (AC 272)

·         bound controls (AC 247, AC 272)

·         calculated controls (AC 247, AC 272)

·         conditional formatting (AC 250)

·         controls (AC 247)

·         control layout (AC 277)

·         Detail section (AC 247, AC 272)

·         Form Footer section (AC 272)

·         Form Header section (AC 272)

·         Group Footer section (AC 247)

·         Group Header section (AC 247)

·         grouping (AC 234)


·         Page Footer section (AC 247)

·         Page Header section (AC 247)

·         Report Footer section (AC 247)

·         Report Header section (AC 247)

·         stacked layout (AC 277)

·         subtotal (AC 234)

·         summary report (AC 256)

·         tabular layout (AC 277)

·         unbound controls (AC 247, AC 272)


 


 

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